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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-24 |
| CO | RA | APPROVED | 2025-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial Planners, Inc. | Plantation | FL | 03/2014 | 06/2018 |
| Northstar Financial Planners, Inc. | Plantation | FL | 02/2015 | 06/2018 |
| Coldwell Banker Real Estate | Cooper City | FL | 06/2013 | 06/2018 |
| Iwp Wealth Management | Denver | CO | 07/2018 | 01/2020 |
| Carson Wealth | Highland Ranch | CO | 01/2020 | 01/2023 |
| Townsend Retirement | Denver | CO | 02/2023 | 07/2025 |
| Securities America, Inc. | Denver | CO | 06/2023 | 07/2025 |
| Osaic Wealth, Inc. | Denver | CO | 06/2024 | 07/2025 |
| Thrivent Investment Management Inc | Lakewood | CO | 07/2025 | Present |
| Thrivent Financial | Appleton | WI | 08/2025 | Present |
ZUMA'S RESCUE RANCH POSITION: Board of Directors Member NATURE: Zuma's Rescue Ranch is a nonprofit behavioral health and equine rescue organization based in Colorado. It provides animal-assisted learning and therapy programs, pairing rescued horses with individuals--especially at-risk youth--in mutually therapeutic partnerships that promote healing of mind, body, and spirit. The organization also operates an equine rehabilitation center and participates in large-scale rescue efforts. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 7745 N Moore Road, Littleton CO 80125, United States DESCRIPTION: I serve as a board member for Zuma's Rescue Ranch, a Colorado-based 501(c)(3) nonprofit focused on equine rescue and behavioral health. My responsibilities include governance oversight, strategic planning, attending board meetings, assisting with horsemanship activities, and supporting fundraising and community outreach initiatives. LUNA AURA APOTHECARY, LLC POSITION: Owner NATURE: Luna Aura Apothecary is a small, woman-owned holistic wellness business dedicated to supporting emotional, energetic, and spiritual well-being through handcrafted products and intuitive healing services. The apothecary offers a curated selection of items including intention candles, herbal remedies, aromatherapy blends, and crystal-infused wellness tools, all designed to promote mindfulness, balance, and self-care. In addition to its product line, Luna Aura Apothecary provides Reiki energy healing sessions, which support clients in releasing energetic blockages and restoring harmony. The business integrates principles of herbalism, energy work, and ritual to create offerings that are both practical and spiritually enriching. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 8099 Mt Princeton St, Littleton CO 80125, United States DESCRIPTION: My responsibilities include product development, service delivery, marketing, customer engagement, and managing day-to-day operations. NOTARY WORK POSITION: Notary Public NATURE: Notary work. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 445 Union Blvd, Suite 105, Lakewood CO 80228, United States DESCRIPTION: I am a commissioned notary public. I do not perform any outside notarial work or receive compensation for notarial services. I do not engage in the notarization of any Thrivent documents or paperwork. REAL ESTATE SALES ASSOCIATE LICENSE POSITION: Real Estate Sales Associate Licensee NATURE: Real estate licensee only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2013 ADDRESS: 8099 Mt Princeton St, Littleton CO 80125, United States DESCRIPTION: I hold an active Florida real estate sales license that is currently in an inactive status. I do not engage in any real estate sales activity or receive compensation related to this license. It is maintained for personal and professional development purposes only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-29 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-06 |
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